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STRGX vs VIMSX
STRGX vs VIMSX Comparison
Open Charts STRGX vs VIMSX
Sterling Capital MdCp Relatv Val Instl
Price$57.36
Change-$1.42 (-2.42%)
VolumeN/A
Net Assets34.03M
Vanguard Mid Cap Index Investor
Price$73.84
Change-$1.43 (-1.90%)
VolumeN/A
Net Assets184.83B
STRGX vs VIMSX Comparison Chart
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STRGX vs. VIMSX commentary
Feb 23, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is STRGX is a Hold and VIMSX is a Hold.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 185B vs. STRGX (34M). VIMSX pays higher dividends than STRGX: VIMSX (1.38) vs STRGX (0.68). STRGX was incepted earlier than VIMSX: STRGX (52 years) vs VIMSX (27 years). VIMSX is a more actively managed with annual turnover of: 13.00 vs. STRGX (4.89). VIMSX has a lower initial minimum investment than STRGX: VIMSX (3000) vs STRGX (1000000). VIMSX annual gain was more profitable for investors over the last year : 14.03 vs. STRGX (-7.24). VIMSX return over 5 years is better than : 48.34 vs. STRGX (-11.37).
| STRGX | VIMSX | STRGX / VIMSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 52 years | 27 years | - |
| Gain YTD | -0.675 | 2.456 | -27% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 34M | 185B | 0% |
| Annual Yield % from dividends | 0.68 | 1.38 | 49% |
| Returns for 1 year | -7.24 | 14.03 | -52% |
| Returns for 3 years | -20.38 | 19.64 | -104% |
| Returns for 5 years | -11.37 | 48.34 | -24% |
| Returns for 10 years | 5.41 | 114.05 | 5% |